Pro Bono Volunteer Trainings

The Foundation for Financial Planning (FFP) requires that all volunteers for FFP-funded programs undergo training prior to their first pro bono engagement.

The Pro Bono Financial Planning Volunteer Training is a free, 50-minute online module that helps financial planners understand the basics of how to provide pro bono service to underserved members of the community. The Pro Bono Financial Planning Volunteer Training is approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards (CFP Board). After viewing the training in its entirety, volunteers must take and pass a self-assessment to receive their CE credit.

*A version of the Pro Bono for Financial Planning Training is being customized for members of the Financial Planning Association (FPA) and will be available in June.

Financial planners volunteering with the Financial Planning for Cancer program are required to take the Financial Planning for Cancer E-Learning Training Module. This free, 45-minute training provides an overview of the program, information about the volunteer role, tips on how to work with clients diagnosed with cancer and their caregivers, and resources to support their engagements with clients. This training is approved for one hour of CE credit by the Certified Financial Planner Board of Standards (CFP Board).

*Volunteers with the Financial Planning for Cancer program are also required to take the Pro Bono Financial Planning Training (linked above).